+4,167.1%
SMCI vs SHEL
+280.4%
+3,886.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.4% | -4.4% | -4.2% |
| 7D | -1.3% | +3.9% | -5.2% | -3.2% |
| 30D | +18.3% | +7.0% | +11.3% | +14.1% |
| 3M | +27.7% | +12.5% | +15.2% | +19.6% |
| 6M | +17.6% | +14.8% | +2.8% | +8.4% |
| YTD | +27.7% | +34.2% | -6.5% | +8.6% |
| 1Y | -14.9% | +37.0% | -51.9% | -28.6% |
| 3Y | +33.2% | +70.9% | -37.7% | -0.8% |
| 5Y | +921.6% | +192.5% | +729.0% | +457.6% |
| 10Y | +1,672.4% | +208.5% | +1,463.9% | +740.4% |
| All | +4,167.1% | +280.4% | +3,886.7% | +1,554.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SHEL.
Daily Out/Under-Performance
Portfolio return minus SHEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHEL return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded SHEL wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling